Portfolio Impact of Fed Rate Cuts

On September 18, the Federal Reserve (the Fed) lowered the federal…

Labor Pains: The “Sahm” Before the Storm?

On July 31, Jay Powell, Chair of the Federal Reserve (Fed), characterized…

Three Men, Three Lessons, 300 Years

Over the last six months, the finance and investment world has…

The World Investable Portfolio

Innovation and productivity―both stalwart cornerstones of civilization―are…

Spot Bitcoin ETFs: Understanding what they are and their investment implications

Bitcoin, the world’s most popular cryptocurrency by market…

Economic & Market Insights: Reflecting on 2023 and Looking Forward to 2024

A Resilient Economy At the beginning of last year, most economists…

What is the Value of Five Golden Rings?

In the beloved Christmas carol, “The 12 Days of Christmas,”…
The-Risk-of-Riskless-Investments

The Risk of “Riskless” Investments

Since 2009, investors have had very little opportunity to earn…
The Israel and Hamas Conflict

The Israel and Hamas Conflict: How It Could Impact Oil Prices

On October 7, 2023, Hamas initiated a surprise attack on Israel,…

U.S. vs. Emerging Markets: Comparing Performance Since the Global Financial Crisis

For more than a decade, U.S. stocks have essentially been the…

Why Has the Number of Public Companies Declined?

The recent near-highs of the stock market are masking a trend…

Strategic Generosity Using Stock Shares

Written by Ryan Anderson, Private Wealth Advisor, and Blake Mankin,…

The State of U.S. Commercial Real Estate: Risks and Opportunities

Bank failures have put stress on the markets this year, but another…

Is the U.S. Dollar’s Status in Jeopardy?

Questioning if the U.S. dollar’s future as the world’s reserve…